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Financial Services
Through a multidisciplinary team of experienced professionals in the financial sector, we offer our clients a personalized advisory on financial investments.
Victor Paullier & Cía. has an open platform, being able to execute transactions in local and international financial markets.
Locally, as members of Bolsa de Valores de Montevideo, we get access to locally issued sovereign and corporate bonds, local currency treasury bills, and equity. At the same time, we are authorized participants in the Uruguayan Futures Exchange (UFEX), which allows us to offer hedge solutions for our most sophisticated client needs.
We offer a multi-currency platform, as through different international counterparties we get access to almost every market. Financial products mostly traded are shares and ETFs, options, sovereign and corporate bonds, structured notes, and the most well-known Mutual Fund families.
About Us
Established in 1904, Paullier is the brokerage firm having the most renowned performance in Uruguay.
A century of experience in the business turns our firm into one of the most important financial agents in Uruguay. Always working to give independent and solid advice, and anticipating the needs of each time, through a constant development and adaptation of the infrastructure.
Victor Paullier Barruetabeña
Founder
Victor Paullier Carvalho
Second generation
Victor Paullier Martínez
Third generation
Victor Paullier Pereira
Fourth generation
HISTORY
Paullier was founded on March 26th 1904 in Uruguay by Mr. Víctor Paullier Barruetabeña, a young man of French origin, at a time when our Country was emerging from a period of political confrontations. It overcame with success the crisis of the first half of the 20th century, particularly de Crash of 1929 which had strong repercussions in Uruguay, strengthening its philosophy based on prudence and on diversified saving of financial assets.
In the late 50’s, when Uruguay went through one of its most prosperous financial times, in an effort to become international the firm seals its first strategic alliance in Europe with Banca Foglia in Milan, Italy. Víctor Paullier Martínez, father of the current Director, was responsible for developing this new activity.
From that moment on, much experience has been acquired under different financial and political circumstances it had to go through, but always focusing on its main purpose: giving its Clients full advice regarding all their financial needs, with greatest honesty and confidentiality, abiding always to all ethical regulations and bound by the professional secrecy.
Compliance
The Compliance Department Paullier was created with the purpose of fulfilling the regulatory commitment of our firm with the regulatory authorities, as well as to guarantee the safety that our clients deserve.
Paullier maintains certain ethic principles and codes regarding the relationship with its clients, and standard good practices regarding the offered products and services, all of this resumed in the Code of Ethics and Internal Regulations, fully observed and applied by all the staff.
Our firm has incorporated and adopted certain procedures, in line with international standards and best practices, in order to prevent money laundering coming from criminal activities, Money Laundering Prevention and Terrorism Financing Prevention.
Claim Support
We are here to help. We are committed with giving our clients a qualified service, answering for your claims with a better solution in a timely manner.
To proceed with a claim regarding our products or service offered, please download and complete the Claim Form. After that it can be either delivered in our office or sent via e-mail to reclamos@paullier.com.
If our institution does not give an answer, or you consider it is not sufficient , you may proceed with your claim to the Superintendencia de Servicios Financieros del Banco Central del Uruguay (www.bcu.gub.uy).
Corporate Social Responsibility | ESG
At Paullier we understand that the mission of companies must go far beyond the generation of employment and wealth. We must play an active role, promoting positive changes, promoting inclusion and transparency, respect for human dignity, the environment and ethical values.
Within this framework, these are fundamental pillars for our achievements: contributing to the education and development of our community, as well as the protection of the environment, accompanying the transition towards a fairer, more sustainable and resilient economy.
We aim at the comprehensive development of people, the personal and professional growth of our staff.
We keep a commitment to the development and improvement of the quality of life of our community. In line with this, the company donates each year at least 100% of what is invoiced on March 26 (or the next business day), to different charitable organizations in our country dedicated to providing more equitable educational opportunities.
As regards to environmental sustainability, we internally promote good practices in terms of circular economy, integrating them into our coexistence dynamics, while incorporating this criterion when selecting our partners and/or suppliers.
We support the initiatives that exist at the industry level in terms of Sustainable Finance. We also incorporate ESG criteria into the information available for making investment decisions, allowing our clients to align their objectives and values with their potential investments.
We seek coherence between internal and external conduct, convinced that the ethical principles and values of the company can transcend outside of it.
Contact
Mar del Plata 6806 esq. Pedro Figari 11.500, Montevideo, Uruguay
Monday to Friday from 10:00 am to 5:30 pm
If you have a question or need assistance, you may contact us by completing the form below, and we will revert to you shortly.
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To proceed with a claim regarding our products or service offered, please download and complete de Claim Form available under Claim Support.
